Portfolio Analytics & Strategy Research Associate

Full-time Business Operations Specialists

About the Role

We are looking for a detail-oriented and analytical professional to join our team in a Portfolio Analytics & Strategy Research role. The person will be responsible for portfolio reporting, strategy-level analysis, portfolio allocation studies, RMS dashboard conceptualization, and regular testing of trading strategies
This role requires strong coordination skills, hands-on technical ability, and the mindset to question, analyze, and improve existing processes

Key Responsibilities

Portfolio Reporting & Analysis
Create and publish monthly portfolio reports
Perform strategy-wise analysis of portfolio performance and slippages
Highlight key observations, risks, and areas of improvement from the reports
Coordinate with relevant teams to collect, validate, and reconcile required data

Portfolio Allocation & Research
Use different quantitative models to arrive at optimal portfolio allocations
Analyze risk-return characteris...